Maxwell

Clear to Close

Business EN ↓ 43 episodes

Each episode of Clear to Close is a deep dive into topics impacting mortgage and real estate professionals. We’ll be sitting down with industry thought leaders and seasoned mortgage pros to challenge our assumptions and go beyond surface-level discussions for a no-BS view of the issues impacting the industry.

Be sure to visit the podcast's website and support the creator: clear-to-close.simplecast.com

Author

Maxwell

Category

Business

Latest episode

Jul 19, 2024

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Episodes

018: Building a More Inclusive Industry One Event At a Time (w/ Jeri Yoshida & Molly Dowdy) 30.04.2021

On today's episode, we sit down with NEXT Mortgage Events Co-founders Jeri Yoshida and Molly Dowdy to discuss the changing role of women in the industry. Learn why Jeri and Molly launched NEXT and its growing impact, from increasing visibility for underrepresented groups to flipping the industry conference format on its head. For entertaining stories and thought-provoking takeaways, don’t miss thi...

017: Intro to Capital Markets (w/ Rob Chrisman) 29.03.2021

Capital markets are a critical part of the mortgage industry. You’re probably generally familiar with the term and likely know it’s a department in your company. At the same time, you may not realize the important role it plays in a lender’s profitability and a borrower’s ability to get into their new home. In our latest episode, we sit down with industry veteran and self-proclaimed “capital marke...

016: How to Boost Your Brand with a Sharing Mindset (w/ Michael Hammond, Founder NexLevel Advisors) 25.02.2021

In this episode, we sit down with NexLevel Advisors Founder and industry vet Michael Hammond to discuss the surprising returns that sharing and being open in the mortgage industry can bring to your brand and your business. The marketing game is changing, and consumers have new expectations for the people and companies they work with. Learn how a sharing mindset can help you create a stand-out bran...

015: Building A Company For the Long-term (w/ Kevin Peranio, CLO PRMG) 29.01.2021

On today's episode we sit down with Kevin Peranio, Chief Lending Officer at PRMG, and pick his brain on how he approaches business problems, his focus on building for the long term, what giving looks like in the industry, and even a little caffeine advice. Enjoy!

014: 2021 Mortgage Lending Resolutions 21.12.2020

On episode 14, we sit down for a roundtable discussion, joined by Maxwell Director of Content Allison Leung. Today's topic? 2021 mortgage lending resolutions. Right now, you might finally have time to take a breath as this crazy year comes to a close. That makes it the perfect opportunity to start preparing for how you'll grow (and thrive) in 2021. Join us as we discuss the top 5 things every lend...

013: Becoming a Go-to Lender for New Homebuyers (Ft. Kristin Messerli, Founder Cultural Outreach) 24.11.2020

On this episode, we sit down with Kristin Messerli, Founder of Cultural Outreach and next gen homebuyer guru. She recently released her insightful Next Gen Homebuyer Report, and today, we chat about its results and implications for lenders across the country. It’s long been theorized that millennials either aren’t interested in homeownership or lack the finances to make the purchase. In reality, t...

012: Discovering Your Core Competency (Ft. John Paasonen, CEO & Co-Founder Maxwell) 28.10.2020

Unless you’ve been living under a rock, you know times are crazy right now—from a global pandemic and unprecedented economic environment to a contentious election season and interest rates spurring more loan volume than many lenders have seen in decades. In times like this, it’s tempting to go into execution mode and focus purely on the day-to-day. Still, despite chaos and unpredictability, the be...

011: A Forgotten History- How the Gov’t Segregated American Neighborhoods (Feat. Richard Rothstein, Author of "The Color of Law") 23.09.2020

We encourage all of our listeners to read Mr. Rothstein's book. Purchase The Color of Law: A Forgotten History of How Our Government Segregated America   here .

010: Technology Adoption in the Mortgage Industry (Feat. Patrick Burns, CEO, Spruce) 17.08.2020

Today on the pod, Alan and Bryan sit down with Spruce CEO Patrick Burns to talk about technology adoption in the mortgage industry and how COVID-19 is impacting mortgage tech adoption.

009: Thinking Like an Executive (Feat. Kurt Reisig, American Pacific Mortgage) 22.07.2020

On today's episode, we throw it back to TMC's Winter Conference in New Orleans back in February when we sat down with American Pacific Mortgage's Kurt Reisig to talk about the evolving role of the loan officer and how mortgage professionals can learn to think like an executive to extend their career potential.

008: Leading a Remote Sales Team feat. Tyler Johnson & Mike Brouwer (LIVE Happy Hour Bonus Episode) 04.06.2020

On today's bonus episode and first LIVE recording of Clear to Close, we're joined by Tyler Johnson (Business Development Manager, Prosperity Home Mortgage) and Mike Brouwer (Chief Customer Officer, Maxwell) to talk all about how to lead a remote sales team. This was a happy hour episode, so get your drinks ready 🍻

007: How Leaders Guide Their Teams through Turmoil feat. Rich Swerbinsky, COO, The Mortgage Collaborative 20.05.2020

On today's pod, we sit down with The Mortgage Collaborative COO Rich Swerbinsky to look at what lenders are doing to make the most out of these tumultuous times and set themselves up to thrive in the future.

006: The Great Remote Work Experiment — How to Work from Home without Losing Your Mind 15.04.2020

DON'T MISS CLEAR TO CLOSE LIVE! Join us for a virtual industry happy hour on April 23rd at 5pm EST.  Get more info & register here: https://maxwell.zoom.us/webinar/register/WN_DFeU0q02TbGuhBcMxW0smw   [eBook Download] Lend from Home: Practical Tips for Remote Mortgage Teams  

005: Mortgage Hall of Fame feat. Rob Chrisman 16.03.2020

You've seen him keynoting conferences and in your inbox around 6AM with his industry newsletter each morning, and now you can hear him on Clear to Close. That's right; the man, the myth, the legend Rob Chrisman sat down with us recently to discuss everything from remote work, the future of the industry, cyber-security, the story behind the Chrisman Report, and beyond. In our opinion, this guy has...

004: Diversity & Inclusion in Mortgage (feat. Patty Arvielo, President & Co-founder, New American Funding) 19.02.2020

On today's pod, Alan, Bryan, and Chelsea sit down with Patty Arvielo (President & Co-founder, New American Funding) to talk about diversity and inclusion in the mortgage industry. Patty is well-known across the industry for her commitment to promoting diversity & inclusion in mortgage, leading by example at NAF with an employee base that is 58% female and 43% minority. It was an absolute pleasure...

003: The Future of the Loan Officer (Feat. Ernie Graham, CEO, Homebot) 20.01.2020

We sit down with Homebot CEO Ernie Graham to discuss the changing role of the loan officer in today's digital landscape.

002: Mortgage Marketing Madness 17.12.2019

0:00 - Intro & Marketing Background   3:30 Mortgage & Digital Marketing - the customer journey is multi-faceted and typically involves digital touchpoints   6:20 - figuring out where to focus your marketing efforts with minimal budget   8:30 - understand your target customer and figure out where the best place to reach them is. social? Ad spending? Direct mail?   10:00 - understand your marketing...

001: Clayton Collins, CEO, HousingWire 20.11.2019

In our premiere episode, our hosts Alan Parris and Bryan Traeger sit down with HousingWire CEO Clayton Collins to dig into the challenges and opportunities of running a media publication in today’s digital age.

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